WELLth Financial Planning
We created WELLth to offer truly comprehensive financial planning and guidance. We employ cutting-edge strategies to solve challenges relating to debt, investments, retirement planning, tax minimization, and employee benefits maximization. We are happy to help individuals from all walks of life, but have expert knowledge in early retirement planning and strategies for business owners/independent contractors.
Our investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. We are also pioneers in offering a pure flat fee pricing model, which not only often mean lower prices for clients, but also that fees do not increase just because you have more investable assets.
Give us a call today and start the journey to becoming your best financial self!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.